Costello Asset Management, Inc Wisdomtree Tr U.S. Smallcap Di Transaction History
Costello Asset Management, Inc
- $151 Million
- Q4 2024
A detailed history of Costello Asset Management, Inc transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Costello Asset Management, Inc holds 116 shares of DES stock, worth $4,039. This represents 0.0% of its overall portfolio holdings.
Number of Shares
116
Previous 115
0.87%
Holding current value
$4,039
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DES
# of Institutions
348Shares Held
29.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.24MShares$78.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.2MShares$76.4 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.97MShares$68.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$59.9 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.49MShares$52 Million0.05% of portfolio